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Sify Technologies Limited (SIFY)
NASDAQ:SIFY
Earnings Data
Report Date
Apr 22, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0Last Year’s EPS
-0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and growth story: healthy top-line acceleration (revenue +11% YoY) and strong EBITDA growth (+29% YoY), near-full monetization of ready data center capacity, attractive data center margins and ROCE, plus a clear capital plan (planned IPO) to fund a sizable expansion pipeline and AI-driven demand. Offsetting these positives are a continuing net loss, a still-loss-making Digital Services segment with breakeven only expected in late FY26-27, flat Network revenue due to pricing shifts, high near-term capex needs and dependence on the IPO/timing of regulatory approvals. On balance the call signals strong momentum in the core data center and infrastructure businesses while highlighting near-term profitability and funding execution risks.Company Guidance
Revenue and EBITDA Growth
Revenue of INR 11,596 million in Q3 FY25-26, up 11% year-over-year; EBITDA of INR 2,470 million, up 29% year-over-year, indicating strong operating leverage.
Data Center Sales and Capacity Position
Sold 9.1 MW of data center co-location capacity in the quarter (12.16 MW sold since June 2025); total design capacity 188 MW, ready-for-service installed capacity 130 MW and ~127 MW already sold — indicating near-full monetization of deployed capacity and strong demand pipeline.
Robust Data Center Pipeline and AI Tailwinds
Four additional facilities (aggregate ~125 MW) in the pipeline across the Rabale campus and greenfield projects with contracted customers; management sees potential upside to deployed capacity/densities from AI workloads.
Healthy Data Center Economics
Data center EBITDA margins run roughly 44%–45% (quarterly fluctuation ~100–200 bps) and stabilized facilities deliver return on capital employed in the 'high teens', reflecting attractive unit economics.
Network & Infrastructure Scale Gains
Network footprint expanded to 1,214 fiber nodes (a 9% increase YoY) and 9,695 SD-WAN service points deployed nationwide; strategic subsea cable landing partnership (Google) in Visakhapatnam positions Sify as a regional edge/cable landing partner.
Capital Allocation and IPO to Accelerate Growth
Quarterly CapEx of INR 3,452 million underscores active investment; draft prospectus for Sify Infinit Spaces filed (mid-Oct 2025) with planned total issue size INR 3,700 crore (primary INR 2,500 crore + OFS INR 1,200 crore) to fund data center expansion and refinance higher-cost debt.
Long Contract Tenors Providing Visibility
Hyperscaler contracts ~7 years with further renewal options; enterprise contracts ~5 years — providing multi-year revenue visibility for co-location business.
SIFY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SIFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 12, 2026 | $14.99 | $15.00 | +0.07% |
Jul 18, 2025 | $5.79 | $5.57 | -3.80% |
Jan 17, 2025 | $3.18 | $2.89 | -9.12% |
Oct 22, 2024 | $3.60 | $3.63 | +0.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sify Technologies Limited (SIFY) report earnings?
Sify Technologies Limited (SIFY) is schdueled to report earning on Apr 22, 2026, Before Open (Confirmed).
What is Sify Technologies Limited (SIFY) earnings time?
Sify Technologies Limited (SIFY) earnings time is at Apr 22, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SIFY EPS forecast?
SIFY EPS forecast for the fiscal quarter 2026 (Q4) is 0.